+1,335.2%
STX vs VXUS
+76.2%
+1,259.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.5% | +5.8% | +5.6% |
| 7D | +2.4% | +1.0% | +1.3% | +0.8% |
| 30D | +1.4% | +2.2% | -0.8% | -1.6% |
| 3M | -8.2% | +3.0% | -11.2% | -10.8% |
| 6M | +127.0% | +10.7% | +116.4% | +100.5% |
| YTD | +209.1% | +17.8% | +191.3% | +154.0% |
| 1Y | +365.4% | +27.6% | +337.8% | +250.7% |
| All | +1,335.2% | +76.2% | +1,259.0% | +677.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VXUS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling